Why do this?
Skipping a phase participants allows a subsequent phase participant to become the active one.
This gives the Phase Owner or Admin a way to address the situation where an active participant is unable to complete his review or approval.
Who can do this?
Current Phase Owner
By default the current Phase Owner can skip participants. However, individual workflow templates may be configured to prevent the Phase Owner from completing a phase before all sequenced participants have submitted their review or approval.
When can you do this?
Where can you do this?
You can skip a phase participant by clicking the … (ellipsis) below the workflow header.
Who can be skipped?
Current Reviewers and Approvers can be skipped.
Signatories cannot be skipped.
How to Skip a Phase Participant
Click ... (ellipsis) next to the Complete Phase button.
Select Skip Participant.
There will be no warning or confirmation.
After Skipping a Phase Participant
The canceled review or approval will be recorded in the workflow history.
In the participant sequence, a 🚫 will denote a skipped participant.